Best Investors Account Sign in

Stephen Gary Settle

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-26
TX RA APPROVED 2025-09-24
  • FL RA
    APPROVED
    Since 2025-09-26
  • TX RA
    APPROVED
    Since 2025-09-24

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 12/2019 Present
Keller Williams Atlantic Partners Jacksonville FL 09/2018 12/2019
Angel Oak Home Loans Atlanta GA 11/2014 02/2019
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 09/2018 → 12/2019
    Keller Williams Atlantic Partners
    Jacksonville, FL
  • 11/2014 → 02/2019
    Angel Oak Home Loans
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-22
S63 Uniform Securities Agent State Law Examination 2020-05-05
  • S66 Uniform Combined State Law Examination
    2025-08-22
  • S63 Uniform Securities Agent State Law Examination
    2020-05-05
Other Names
  • Stephen Gary Settle
  • Stephen Settle

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor